SD-Q IS Tech Support Defaults

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Field Explanations Mfg I Screen

Use Contact Master for Estimates

If this is set to Y, then ES-A  Enter Estimates will use the Contact Manager database rather than the customer database, eliminating the need to add a prospect to the customer database until they actually place an order.

Check Comps at Finished Production

If this is set to Y then at WO-I  Enter Finished Production and WO-J  Close/Cancel Orders, you will be warned if sufficient components have not been issued to the work order to support the number of assemblies completed.

Process WIP Variance in WO-J

If this is set to Y, then when closing work orders at WO-J  Close/Cancel Orders any variance posting will be distributed to on-hand inventory if it exists up to the work order quantity.  If there is insufficient on-hand stock, the remaining residual cost will post to WIP Variance.  If this is set to Y then the Close WO at Enter Finished Production setting in SD-B  Work Orders Defaults will be set to N.

Rep Code for V.P. Report

If a code is entered in this field, then you will be able to have the PO-I-H  Vendor Performance Report save the vendor ratings as History records in the Contact Manager and run historical trend reports of Vendor ratings using CM-F-D  Print Vendor History.

Divide Overhead by Number of Hours Worked

If this is set to Y then if employees are simultaneously working on multiple work orders, the Overhead cost will be divided by the number of jobs, just like the labor is controlled by the same setting in SD-B  Work Orders Defaults

Divide Setup by Number of Hours Worked

If this is set to Y then if employees are simultaneously working on multiple work orders, the Setup cost will be divided by the number of jobs, just like the labor is controlled by the same setting in SD-B  Work Orders Defaults

MRP Gen POs in STDPK sizes

This determines whether or not Purchase Orders generated by MR-J  Generate Purchase Orders will round up to the next increment of Standard Pack as defined for the item in IN-B  Enter Inventory

Use Material Burden & Burden Item #

This sets up a type N part to be used as a placeholder for the material burden transactions generated when issuing burdened materials to work orders.

Update Vendor Last Cost in PO-C

If this is set to Y then PO-C will update the Vendor Pricing as seen in PO-H  Enter Vendor Prices with the PO price unless a record already exists for that vendor and item with quantity break pricing established.  If no record exists, it will be created and if a record exists without quantity breaks, it will be updated with the PO Price.

Specify Comp Loc in WO-G/WO-I

If this is set to Y then the Inventory Location for components being issued or backflushed to Work Orders can be specified as something different than the Work Order Location for each component.  If K then one location can be specified for all components of a kit issue.  If N then the components will pull from the work order location.

WO-G Setting for Kit Issues (N,Y,L)

This predefines the Kit Issue setting on the WO-G screen to N, Y or K.

Check if Qty per Seq > WO Qty (Y/N/W)

If this is set to Y then entering a quantity complete against a labor sequence greater than the WO quantity will not be allowed.  If it is set to W, a warning will pop up but the entry will be allowed.  N means do not check.

Include FP Scrap in cost of good parts (Y/N/A)

If this is set to Y, the cost of any assemblies entered as scrap in WO-I  Enter Finished Production will be amortized among the good parts completed.  If N a separate transaction will be posted for the scrap. A means Ask which way the costs should be processed each time scrap is entered.  In any case, a Receipt transaction record with a scrap code will be generated for the scrap assemblies and, if any backflushing of materials is turned on the materials for the scrapped assemblies will also be pulled.

Reduce WO balance by FP Scrap (Y/N)

If this is Y then the quantity entered as scrap in WO-I  Enter Finished Production will also be added to the Work Order Quantity Completed so that the balance to be completed on the work order as used by MRP, Inventory Inquiry and other programs will be reduced by the scrap quantity.

Allow WO Dates to update SO (Y/N)

If this is Y then when a WO finish date is changed in WO-A  Enter Work Orders or any of the scheduling module programs that change Work Order dates, you will be prompted to also update the corresponding Sales Order Estimated Ship Date for Work Orders converted from Sales Orders.

Prevent Editing of Desc in WO-A (Y/N)

If this is Y then the item description in WO-A can not be modified.

Prevent Editing of Desc in PO-A (Y/N)

If this is Y then the item description in PO-A can not be modified.

Print short header on Travelers? (Y/N)

If this is Y then on a multiple page traveler, the pages after the first will print an abbreviated Header.

Allow dec entry # of Jobs Worked (Y/N)

If this is Y then Labor entry can enter a decimal number of jobs worked to force the calculation of labor on multiple jobs to be disproportionate.

Enable Auto Line Numbers in PO-A

If this is set to Y then lines of Purchase Orders will automatically be numbered.

Disable Recalc Est Cost in WO-A (Y/N)

If this is Y then WO-A will not recalculate Estimated cost, thus always retaining the original estimate of cost for a job.

Allow PO to Edit GL Acct (A,D,B,N) (Evo-ERP Only)

If this is A then PO-A can edit the GL Account the line will post to.  If it is D, the GL Department only can be edited.  B allows editing of both account and department and N allows editing of neither.

Item Types for GL Edit

Indicate which inventory types the editing of GL information will be allowed.  Typically you may want to allow editing for type N (Non-Inventory) only.

Enable APC Frt & Tax Distribution (Y/N) (Evo-ERP only)

If this is Y then AP-C will redistribute tax and freight among the GL Accounts of the items purchased rather than the default Tax and Freight accounts

Item Types for Distrib

Indicate which inventory types the distribution of Freight and Tax costs will be allowed.  Typically you may want to allow distribution for type N (Non-Inventory) only.

Process FP Scrap Serial Number in WO-I (Y/N)

Indicate whether or not you want finished production items scrapped in WO-I to be assigned a serial number.

Remove Scrap $ in WO-F (Y/N)

Indicate whether the cost of an item scrapped in WO-F should be removed from the Work Order or left behind to ultimately be rolled into the eventual cost of the good parts.

Reduce WO Balance by Lab scrap in WO-F (Y/N)

Indicate whether the net quantity to be made on the work order should be reduced when a part is scrapped in WO-F

Max No Lines in Body of PO

Indicate the number of Item, Description or Note lines allowed in the body of a PO before a page feed command is passed to the print program.  This would only be used for pre-printed forms that had footer type information printed on all pages of the form rather than printed by the program on the last page only.

WO Types that Affect Bus Status

Indicate whether Status S or I Work Orders should be included in the Business Status WIP total.

Ask for Book Date when editing PO

Indicate whether changes to PO should be saved with a date other than the current system date for Business Status Booked Orders totals.

Track Changes to Purchase Orders

Indicate whether changes to PO should be tracked

Check Stock Recvng Make From Comps

Indicate whether on-hand stock level should be checked for components of Make From parts.  I means Ignore (do not check), W means check and provide a warning but allow the receipt to proceed, and P means Prevent the receipt if component stock level would go negative.

Allow WO for Make From Items

Indicate whether Work Orders should be allowed for Make-From items

Use WO# as Lot # in WOP

Indicate whether the Work Order number should automatically be used as the Lot Number when processing Finished Production

Calculate Lead Time Hours in SH-N

If N or blank, SH-N will round each routing sequence up to the next full day when generating Lead Times.  If Y then each sequence will calculate minutes and then the total will round up to the next day.

Inventory Labels in HHWOP

Indicate whether you want the HH-D Enter Finished Production to prompt for Label Printing.  N or blank, it will never print labels, Y will always chain to the label printing program and A (Ask) will prompt whether to print labels for each WO.

PO-C to Print QC Traveler

Indicate whether you want the PO-C  Receive Purchase Orders to prompt to print the QC Traveler when parts are received to QC.  N or blank, it will never print the traveler, Y will always chain to PO-J-A  Print Receipt Travelers and A (Ask) will prompt whether or not to print the traveler.

WO-G Control Over Issues

Indicate whether component issues greater than the BOM Required quantity should be allowed.  N or blank, it will not check for over issues, Y will prevent over-issues and A (Ask) will prompt whether to print labels for each WO.

Field Explanations Mfg II Screen

Next QC Lab Report Number

Indicate the Next Number for Test Requirements to be used in RO-N Enter Test Requirements

Process Paperless in Seq/Batch

Indicate whether labor and test reporting in HH-I Paperless Shop Floor Tracking is to be tracked strictly by Work Order and Sequence or if more detailed tracking by smaller batches within a work order is required.

Post Regular/OT together in WO-F

Indicate whether a single entry should be used in WO-F  Enter Labor for entry of both Regular and Overtime hours.  If Y, then a single entry will be made but two separate transactions posted, one at regular rate and one at overtime rate.

Print item Labels after PO-C (Y/N/A)

Indicate whether or not saving a receipt in PO-C should print labels for the items received.  N or blank will not print, Y will always print and A (Ask) will prompt whether to print.

Allow Reopening of Closed WO  (Y/N/P)

Indicate whether or not closed Work Orders can be opened.  Y or Blank means that anybody with access to WO-A  Enter Work Orders can reopen work orders.  N means that they can not be reopened and P means that a password (as entered below) is required.

WO-A Opening List Open or Open/Closed WO  (O/B)

Indicate whether the WO-A opening list (in Evo-ERP) should display all work orders (blank or B) or only Open Work Orders (O).  Specifying Open Work Orders only will slow down the loading of the program because the closed work orders need to be filtered from the list.

Update PO-C Last Cost if it is $0.00

Indicate whether PO-C should update the item Last Cost if parts (such as samples from a new vendor) are received at $0.00.

Update Rev. Number and Date when saving POs

If this is set to Y then every time a PO is saved, the date and an incremented Revision Number will be saved.

Use Markup for BOM Scrap % Calculations

If this is set to Y then the scrap percentage of components entered in BM-A  Enter Bills of Material will be used as a markup (percent of base quantity required) in the calculation when Work Orders are generated.  If blank or N, it will use a Margin calculation (percent of total needed).  Thus if the total quantity of a component required for a work order was 100 pieces and a 20% scrap was indicated, if Markup was indicated, the scrap quantity would be 20 (20% of the base quantity).  If Margin was used, the scrap quantity would be 25 (20% of the total quantity of 125 issued).

AutoPost Reported Labor DCA (Q,B,N) (Evo-ERP only)

If this is blank or set to N, then all labor and quantity complete reported in DC-A, B and C must be posted using DC-H  Post Labor Transactions.  If it is set to Q then quantity complete will post automatically upon clocking out and reporting a quantity complete but labor time and cost must still be posted using DC-H.  If it is set to B then both labor and quantity complete will post automatically.

Rework Operation Number for DCA

Enter the sequence number (999 is recommended) for the Rework operation to be automatically added to the routing of a work order if parts are sent to Rework when reporting quantity complete in DC-A  Enter Labor/Production or DC-B  Enter Production Only

Rework Work Center

Enter the Work Center to use when automatically creating Rework Operations as described in the previous setting.  Until both these entries are populated, the option to transfer to Rework will not be available when reporting quantity complete.

Print Production Trans Label (Y/N/A)

If this is Y then a transfer label indicating the next operation will print when quantity complete is reported in DC-A  Enter Labor/Production or DC-B  Enter Production Only.  If it is A then you will be asked whether to print a label and if blank or N, no label printing will be available.

Print Rework Trans Label (Y/N/A)

If this is Y then a transfer label indicating the next operation will print when quantity to be reworked is reported in DC-A  Enter Labor/Production or DC-B  Enter Production Only.  If it is A then you will be asked whether to print a label and if blank or N, no label printing will be available.

Default Scrap Calculation (%/Q)

Indicate whether scrap calculation should be based on a percentage or flat quantity

Receive Type N items at PO Price (Y/N)

If this is Y then when costing method is set to Standard, the standard cost will be ignored for type N parts when receiving at PO-C  Receive Purchase Orders.  This can be overridden at the item level by a setting entered at IN-B  Enter Inventory

APC Price Change PO Line Price (Y/N/A)

If this is Y or blank then a price change entered at AP-C  Enter Purchase Order Invoices will update the line item price on the PO to be used for any future receipts.  If it is N tehn the PO will not be updated and if A then you will be prompted whether to update the PO price.

Display Base Price in WO-I (Y/N)

If this is Y then the base price of the item being manufactured will be displayed as a reference in WO-I  Enter Finished Production

Qty Complete WO Qty in DC (W/N/S)

If this is W then the Work Order Start Quantity will be the suggested quantity complete when reporting quantity in DC-A  Enter Labor/Production or DC-B  Enter Production Only.  If it is S then the Sequence Start Quantity will be suggested and blank or N makes no quantity suggestion

POC Update Primary Vendor (Y/N)

If this is Y then the Primary vendor for items will be updated to the vendor on the PO whenever a PO is received in PO-C  Receive Purchase Orders

POA Ent Digital Signature (Y/N/A) (Evo-ERP only)

If this is Y then you will be prompted to enter the digital signature authorization when saving a PO in PO-A  Enter Purchase Orders.  If it is A then you will be asked iof you want to enter the authorization and if N or blank, no approval will be available in PO-A.

Lead Time for WO Start Date

If a value is entered here then MR-F  Generate Material Requirements will add that number of days to the lead time of manufactured items to determine the start date of planned work orders.

Issue Comps for Serv POs (YNA)

If this is Y then when PO-C  Receive Purchase Orders receives a Service tyype PO, it will check to see if any components in the work order BOM are assigned to the outside processing sequence and if they are they will be issued to the work order based on the PO quantity.  If the Vendor Code for the PO being received has been set up as a Location in IN-L-B  Enter/Assign Locations then the components will be pulled from that Location.  If the default is set to A then the user will be aasked if they want to issue components and if set to N or left blank then no issue will occur.

Prevent WOG Negative Inventory

If this is set to Y then WO-G will in all cases prevent on hand inventory from going negative.

Allow Entry of Scrap Code in DC

If this is set to Y then scrap items entered in DC-A can have a scrap code entered

Disable Delete PO button in PO-A

If this is set to Y, the Delete PO button will not be available in PO-A

Allow edit of Comp Desc in WO-G

If this is set to Y then item description can be modified in WO-G when items are issued to work orders and the modified description will be saved in the WO BOM

Pull Comps from DFLT Location in WO-G

If this is set to Y, then regardless of the work order Location, the components will pull from the Default Location.  If set to Blank or N they will be pulled from teh same Location as the Work Order.  If set to S then only Service/Repair Work Orders will pull from the default Location

Use Seq Start Date as Need date in MR-F

If this is set to Y then the associated Routing sequence scheduled start date will be used as the MRP need date rather than the overall Work Order start date

Prompt for User password in WO-F

If this is set to Y then users must enter their password (as defined in PS-A) in order to enter Labor.  To use this feature, the user login must be the employee number.

Stop Frt/Duty in Estimates in ESA

If this is set to Y then ES-A cost rollup will ignore freight and Duty components of standard cost

Prevent reusing a Serial Number on the same item in WO-I

If this is set to Y then the same serial number can not be reused on an item even if the on hand quantity is 0 as in the case of a rework or repair

Prompt for Run/Setup at Clock in DC-A

If this is set to Y then employees will have to designate whether they are working Run or Setup time when clocking in rather than clocking out

Auto Gen of Serial Numbers in WO-S and process in WO-I

If this is set to Y then WO-S (Evo-ERP only) will generate the serial numbers for the finished good when labels are printed and WO-I will use those serial numbers

Process FP Scrap Lot Number in WO-I, WO-F, DC

If this is set to Y then scral enterd in WO-I, WO-F and DC for Lot Controlled items will require assignment of a Lot number

Allow Holiday Hours for regular WO in WO-F

If this is set to Y then Holiday pay can be used in a regular Released work order

Limit Number of Decimal PLaces for WO-F Hours (0, 1, 2)

Set the limit if you want to restrict the number of decimal places wen entering hours in WO-F

 

Field Explanations - Mfg III Screen

DCA prevent Clock in if Start Qty=Comp Qty

If this is set to Y then DC-A will prevent clocking into an operation with a completed quantity equal to the start quantity

DCA Prevent blank Machine Number

If this is set to Y then entering the machine number in DC-A is required

DCA Allow Parts & Scrap for Setup

If this is set to Y then when reporting Setup Labor, a quantity of good and scrap parts can be reported.

Allow Backflush of Lot/Serial Comps in DC-H (L/S/B/N)?

This controls whether Lot or Serial controlled components linked to routing sequences can be backflushed when labor is posted.  If the setting is L, only Lot Controlled items will backflush; S only Serial Controlled components, B for Both and N or blank for Neither.

Use Calendar days for Jobs clocked into multi dats (Y/N)?

If set to Y then if an employee clocks out of a work order on a different date than was clocked in, they will be assumed to have worked all the intervening time (as defined by the shift hours for their shift and work days on the Shop Calendar).

POQ Allow Entry to Price

If this is set to Y a user editing PO Dates can also edit the PO Price in PO-Q.

QWO Allow more Qty than needed (Y/N/W)

If this is set to Y then Quick Work Order can make more parts than required.  N can not and W will Warn

POA Recal Vend Priice Items multi line

If this is set to Y then PO-A can recalculate vendor quantity price break combining multiple lines

HHC Kit Issue Material (Y/N/A)

If this is set to Y then HH-C will issue as Kits.  If N it will issue individual parts and A will ask

ESH Allow access to additional fields

If this is set to Y then ES-H will allow entry to Vendor Lead Time and Standard Pack

DC-A/C Round Shift Start/Stop by X min

Entering a value will cause DC-A & C Evo Clock in adn out to round to the next or previous X minute increment of an hour.

DC-A/C Limit Rounding to shift start/stop

If this is set to Y the rounding in the abouve setting occurs only for Shift entries, not the first and last work order of the day.

POA Prevent Creating new Vendors

If this is set to Y then a new vendor can not be created on the fly when entering a PO

DCA Calendar Days for Multi Day Jobs

If this is set to Y then if an employees is clocked into an operation for multiple days, the total shift hours based on the shop calendar and work center will be applied to the operation.

 

Field Explanations - Items Screen

Allow Access to Std Cost in IN-B

If this is set to N, then the IN-B screen no longer has access to update the standard cost.

Prevent Item Creation from SO-A

If this is Blank or Y then SO-A will be unable to automatically chain to IN-B to create a new item number.  If it is N then SO-A can create new Item Numbers.

Prevent Item Creation from SO-P-A

If this is Blank or Y then SO-P-A will be unable to automatically chain to IN-B to create a new item number.  If it is N then SO-P-A can create new Item Numbers.

Prevent Item Creation from PO-A

If this is Y then PO-A will be unable to automatically chain to IN-B to create a new item number.  If it is blank or N then SO-A can create new Item Numbers.

Prevent Item Creation from WO-A

If this is Blank or Y then WO-A will be unable to automatically chain to IN-B to create a new item number.  If it is N then WO-A can create new Item Numbers.

Prevent Item Creation from ES-A

If this is Y then ES-A will be unable to automatically chain to IN-B to create a new item number.  If it is blank or N then ES-A can create new Item Numbers.

Prevent Item Creation from BM-A

If this is Y then BM-A will be unable to automatically chain to IN-B to create a new component item number.  If it is blank or N then BM-A can create new Item Numbers.

Prevent Item Creation from PI-C

If this is Y then PI-C will be unable to automatically chain to IN-B to create a new item number which means tag counts for new items can not be entered.  If it is blank or N then PI-C can create new Item Numbers.

Use long weight in calculations (Y/N)

Indicate whether the weight calculations should use the existing weight field (9999.999999) or the new expanded field 999,999,999.999999

Use ECO for Drawing and Revision (Y/N)

If this is Y, then the Drawing field in IN-B  Enter Inventory will give access to a list of Drawings and revisions and effective date documenting the history of changes to the item.   SO-A  Enter Sales Orders, PO-A  Enter Purchase Orders , and WO-A  Enter Work Orders will allow entry of Revision information to track the version of an item when made, bought and sold, and to enable the purchase or production of a prior revision as needed.

Use ITP Numbers for Work Orders (Y/N)

Indicate whether or not you want to require entry of an ITP (Inspection & Test Procedure) field in WO-A  Enter Work Orders

Enable Warehouse Control (Y/N/Q)

Y enables the assignment of multiple Bin Locations per item.  Q means that not only can multiple Bins be assigned per item but on hand quantity by bin will also be tracked.  This feature can also be enabled or disabled by item but to enable it for any item, it must be enabled here.  When this is set to Y or Q for the first time, the Bin Location in IN-B will be set up as the default Bin for each item and (for Q) the current on hand quantity will be assigned to that bin.  Use WC-C Assign Bin Locations to Items to add or import additional Bin Locations.

Use Controlled Bin Locations (Y/N)

Once Warehouse Control is enabled, if this is set to N then users can create new Bin Locations on the fly as parts are received into stock in PO-C  Receive Purchase Orders and WO-I  Enter Finished Production.  If it is set to N, then users can only assign items to pre-existing Bin Locations defined in WC-A Enter Warehouse Bin Locations

Allow Blank Bin Location (Y/N)

Once Warehouse Control is enabled, if this is set to N then all items coded for Warehouse Control will require a named bin location.  If it is set to Y then even if Warehouse Control is enabled, a blank Bin Location will be allowed.

Blank Bin Name

The system uses NO BIN LOC as the default name of the Bin Location for unassigned items but you can rename it.

Delete Zero Qty Bins (Y/N)?

If set to Y, once the on hand in a Bin is 0, the bin will be deleted for the particular item if this is set to Y.  The Master Bin Loc will still be available as a controlled bin location for other items to be placed in that location.

Use Bins for EFP Backflush (Y/N/P)?

Indicate whether components processed by backflushing at WO-I  Enter Finished Production should post Bin transactions.  Y means Yes, use the Default Bin for the component.  N means No, do not process and P means Prompt for Bin for each component.

Multi Company Transfer Co.

If you would like to transfer inventory from one company to another using IN-L-R Intercompany Inventory Transfer, you need to specify the company code to be used as the intermediate In Transit company.  The designation includes the B plus the company code.

Allow Entry of Base Price in IN-B?

Indicate whether Base price and be entered or edited in IN-B  Enter Inventory

Control Category Code (Y/N/R/A)

Indicate whether the Inventory Category field in IN-B  Enter Inventory is a controlled field, meaning that only values entered in SM-P Enter Categories will be allowed.  Y means only allow entries from the list; N means do not control.  R means a value is required (can not be left blank) and A means a new entry to the control list can be added on the fly.

Control User Defined (Y/N/R/A)

Indicate whether the User Defined field in IN-B  Enter Inventory is a controlled field, meaning that only values entered in SM-Q Enter User Defined will be allowed.  Y means only allow entries from the list; N means do not control.  R means a value is required (can not be left blank) and A means a new entry to the control list can be added on the fly.

Chk Item Type in Std Cost Rollup?

If this is Y, then if a part is type A and has a BOM but then due to schedule or capacity issues you decide to change to type R and purchase it, the standard cost rollup will ignore the BOM components.  Similarly, if it changes back to A, then the rollup will ignore the manually entered This Level Material cost.

Use Inventory Master for Tools?

If this is Y, then the entry of a new sequence in RO-A  Enter Routings will use the inventory master file for the tool lookup.  If the item selected is not in the TOOL file, it will then be automatically added as a tool so usage can be tracked.

Enable UPC Numbers

If the UPC add-on is installed, enter Y and then enter the next available UPC number to be assigned

Warranty Designation by Item (Evo-ERP only)

If this is set to Y, then when a Serialized items is saved in IN-B, a prompt will appear to enter the number of days for standard and extended warranty.  Once this has been entered, then when saving a Sales Order with serialized items on it, you are prompted whether the standard or extended warranty applies and the invoice posting will save the warranty expiration date to the SERIAL file for the shipped items.

Prompt for BOM Remarks in BM-A

If this is set to Y then every time a complnent is saved in BM-A, you will be prompted to enter remarks.  If it is blank or N then you need to click the Remarks button to add remarks.

Enable RO Template Time Types

If this is set to Y then Time Types F, L, and C can be entered in RO-I  Enter Operation Templates and RO-A  Enter Routings and used to calculate the sequence times.  Enabling this feature enables RO-I and RO-A to enter a time type of  "L"  or "C" or "F" Use "L" if this sequence time is determined by the number of Line Items on the BOM and independent of the Work Order quantity (such as a sequence to kit the job in the stockroom) and then enter the time per line item in the decimal time/part field.  When entering a sequence in RO-A  Enter Routings  based on this template, the program will calculate the total time using the number of lines entered in RO-A and this multiplier and save it as Setup time.  Enter "C" if the sequence time is a function of the number of components being processed (such as a soldering operation) and enter the time per component in the decimal time field and the RO-A program will multiply the number of components entered in RO-A by the factor entered in this template and save the result as Run time.  Entering "F" or leaving the time blank means the sequence is a normal sequence with a flat time per part.

Sync Template Time Types to ROA

If this is set to Y then after changing the time for   L or C time type in RO-I  Enter Operation Templates you can go to RO-A  Enter Routings and the time in the sequence linked to the template will be automatically updated to match the revised template.  If you set to A you will be asked if you want to update to match the templacte.

Include BMG in ICAudit Tracking

If this is set to N then the inventory item change audit files will not be updated by BM-G cost rollups.  Y or blank, the files will be updated.  If you roll up standard osts frequently and have a lot of part numbers, setting this to N will help keep the audit files from getting too large.

Allow add Lot/Serial control with UOH

If this is set to Y then you can not turn on Lot or Serial Control for an item that has on hand quantity

BMA Prevent save Mfg P/N to Ref

If this is set to Y the Mfg PN will not be saved to the Ref field for components

Allow BOM for Type R Parts for Engineering Purposes (Y/N)

Enter Y to allow type R parts to have a BOM.  If this is set to Y then the setting in DEF-H Inventory Defaults (Evo-ERP) for Check Item Type in Standard Cost Rollup should also be set to Y.

Field Explanations - Sales Screen I

Attach Notes from ARA

If you choose to disable the Sales Order feature to pull customer notes entered in AR-A into sales orders, set to N.  Blank or Y means that the feature is enabled.

Sales Document Printing

If you choose to disable the capability to print sales documents such as Acknowledgement, Invoice and Packing Slip in SO-A  Enter Sales Orders set to N.  Blank or Y means the feature is enabled.

Contact Manager for Estimates

If you choose to use the Contact Manager when entering Estimates in ES-A  Enter Estimates thus not adding prospects to the Customer file until an actual order is placed, enter Y.

Contact Manager for Quotes

If you choose to use the Contact Manager when entering Sales Quotes in SO-P-A  Enter Sales Quotations  thus not adding prospects to the Customer file until an actual order is placed, enter Y.

Set Pack Slip Same as Invoice

If this is set to Y, then when releasing sales orders in SO-E  Release Sales Orders the same number (the Next Invoice Number) will be assigned to the order for both the Invoice and Pack Slip number.  This eliminates having 2 sets of numbers and also enables reprinting a pack slip after the invoice has posted because it can pull from the posted invoice file for the data since it is a one-to-one relationship.

Allow CM-A to Make Customer

If this is set to N, the Make Customer button in CM-A  Enter Contact Accounts will be disabled.

Allow CM-A to access AR

If this is set to N, the AR  button in CM-A  Enter Contact Accounts will be disabled preventing CM Reps from editing customer records to change fields such as Credit Hold and commission percentage.

Coordinate AR and CM Edits

If this is set to Y, when fields such as name, phone number, etc are changed in either CM-A or AR-A the corresponding record in the other program will be updated..  If it is set to A, then you will be prompted whether to update the other record.

Calc BO on Available to Ship

If this is set to Y, then SO-A  Enter Sales Orders the determination of whether an item is sent to Backorder will consider Units On Hand less Units on Sales Order and Backorder from other orders rather than strictly On Hand.  This prevents multiple orders from thinking there is sufficient stock on hand  when there is only enough for the first one.  This logic also applies to SO-S Mass Release Sales Orders.  A W setting in this field will generate a Warning only in SO-A  Enter Sales Orders but still allow entry of the order without backordering the item.

Enter Ship Tracking Number in SO-E

This establishes whether or not a window will pop up in SO-E to enter a long shipment tracking number and freight carrier..

Check for Existing PO in SOA

A value of N turns off the checking for duplicate customer PO number when entering sales orders in SO-A..

Use Ship-To code for FOB in SO-A

If this is set to Y then SO-A  Enter Sales Orders will pull the FOB information from the Ship-To customer record rather than the Bill-To customer.

Warn if Pack Slip has been printed (Y/N)

If this is set to Y then printing a packing slip in SO-C  Print Packing Slips sets a "Printed" flag so if you try to print it again, you get a warning, thus preventing inadvertent duplication of shipments.  Once the invoice for the shipment is posted, the flag is cleared so the next shipment can be processed.

Enable Pick Tickets in SO-C (Y/N)

If this is set to Y then SO-C  Print Packing Slips will prompt whether to print a Pick Ticket or Packing Slip.  This is designed to allow printing a Pick Ticket to pull parts and get them ready for shipment without pulling a packing slip number.  A Pick Ticket lists all lines on the order and does not pull or save a Pack Slip (Shipper) number.  A Packing Slip can list all lines or only released lines and assigns a packing slip number.

Track Changes to Sales Orders (Y/N)

If this is set to Y, then changes to Sales Order lines (Quantity, price, discount, ship or due dates) will be tracked as they are made and the change history can be viewed by clicking the HIST button in the line item section of SO-A  Enter Sales Orders, or in the Bookings Report in SA-A  Print Daily Sales/Bookings of the new SO-o-M Sales Order History Report.

Track On Time Shipping (Y/N)

If this is set to Y then as invoices are posted, the actual compared to Estimated Ship Date and Customer Due Date will be stored in a file which can be accessed using the new SO-O-N On Time Delivery Report.

Allow SO Dates to update WO (Y/N)

If this is Y then when a SO ship date is changed in SO-A  Enter Sales Orders, you will be prompted to also update the corresponding Work Order Estimated Finish Date for Work Orders converted from Sales Orders.

Prevent Editing of Desc in SO-A (Y/N)

If this is Y then the item description in SO-A can not be modified.

Enable Up Charges in Discounts (Y/N)

If this is Y then you will have access to a third digit in the line item screen discount percentage in SO-A to enter a minus sign for a negative discount to be used as an upcharge

Round Prices (U)p or (N)earest 0-4 Decimals

If this enabled, discounted prices in SO-A will round either up or to the nearest number of decimal places specified.

Prevent Deleting of Sales Order in SO-A (Y/N)

If this is set to Y, the Delete SO Button in SO-A is removed.

Allow 00/00/00 Ship Dates in SO-A (Y/N)

If this is set to Y, SO-A will allow blank estimated ship dates and SO-N will require that a date be entered at the time of conversion and MRP will ignore Sales Order Lines with blank dates.  For use with blanket orders where the shipping schedule is unknown.

Reopen Closed SO in SO-A (Y/N/P/V)

If this is blank or Y, the program reopens a closed Sales Order to view it.  If it is N then closed Sales Orders can not be viewed, if it is V they can be viewed but not reopened and if it is P then the password specified is required to reopen them.

Prevent Copying of Sales Order & Quotes (Y/N)

If this is Y then the Copy button in SO-A and SO-P-A is not available

Warn at ship if pmt is required SO-C (Y/N)

If this is Y then when a Packing slip is printed for a Sales Order with a payment term that has Max Days Til Due of 0, a reminder message will pop up that this is an order that requires prepayment or COD paperwork so the shipping department doesn't ship the order without taking appropriate action.

Warn at ship if pmt is required SO-E (Y/N)

If this is Y then when a Sales Order with a payment term that has Max Days Til Due of 0 is released in SO-E, a reminder message will pop up that this is an order that requires prepayment or COD paperwork so the shipping department doesn't ship the order without taking appropriate action.

Warn at ship if pmt is required SO-C (Y/N)

If this is Y then when an Invoice is printed for a Sales Order with a payment term that has Max Days Til Due of 0, a reminder message will pop up that this is an order that requires prepayment or COD paperwork so the shipping department doesn't ship the order without taking appropriate action.

Allow entry of prices in SO-A (Y/N)

If this is N then the SO-A screen will skip over the price and Discount fields, preventing the order entry person from changing the price from the standard Base Price/Price Code and Discount pricing that pulls into the order.

Enable Auto Line Numbers in SO-A (Y/N)

If this is Y then lines in Sales Orders will be automatically numbered.

Default Search Key in AR-A Opening List

This controls the sort order of customers on the AR-A Enter Customers opening list screen.  Click Lookup and choose the desired index.

Show BOM In Release Serv/Repair

This controls whether you can see the Work Order BOM when releasing a Service/Repair order for shipping to calculate the costs and indicate which components would appear itemized on the invoice.

Service/Repair Location

This defines the default inventory Location to be used for Service/Repair orders.  If this Location has been designated a Service Location in IN-L-B  Enter/Assign Locations then stock status and inventory inquiry will ignore the inventory in this Location when calculating available stock.

Next Service/Repair Number

This sets the Order number to be used by the Service/Repair Module.  This should be a completely different range of numbers from Sales Orders and manually generated work orders

Control Ship to based on Bill To

If this is Y, then when entering a Sales Order, once a Bill To customer has been entered, the Ship To lookup will be limited to those Ship To addresses assigned to that Bill To in AR-A Enter Customers.  Further, if you have only the Ship To information, you can leave the Bill To blank and when the Ship To code is entered, the Bill To information will pull in.

Force Job Tracking in SO/PO/WO (Y/N)

If this is Y then all SO, WO and PO will require a Job number.  If blank or N, the Job Number is optional

Allow editing of Line Locations in SO-A (Y/N)

If this is Y then you will be able to edit the Warehouse Location by Line Item in SO-A.  If N or Blank, you cannot.

Field Explanations - Sales Screen II

Prompt for Specifications in SO-A?

If N, the item specifications will not be pulled into Sales Orders.

Max No Lines in Body of Ack, Pack Slip, Invoices

Indicate the number of Item, Description or Note lines allowed in the body of forms before a page feed command is passed to the print program.  This would only be used for pre-printed forms that had footer type information printed on all pages of the form rather than printed by the program on the last page only.

Edit Credit Card Info (C/A/B/N)

Indicate which screens will have access to the full Customer Credit Card Information ?C (CM-A  Enter Contact Accounts ), A (AR-A Enter Customers ), Both or Neither.  In all cases the AR-T program will have access to the information. If access is denied in either AR-A or CM-A, the last 4 digits of the card and expiration date will still be visible so a customer service or sales rep could confirm that a card was on file and what the expiration date was without having full access to the data.  If the link between CM-A and AR-A is not disabled, then only B and N will be allowed.

Alternate Title for Invoice

If you would like the word "INVOICE" to be something different when sales invoices are printed, then indicate the alternate word(s) here

Alternate Title for Credit Memo

If you would like the words "CREDIT MEMO" to be something different when sales invoices with amounts less than 0 are printed, then indicate the alternate word(s) here

Ask for Book Date when editing SO-A

If this is Y, then when a change is made to a sales order, the user will be prompted for the effective date of the change which will be reflected on the Business Status and Changes to Sales Orders report.

Add Misc. information in SR-A & E?

If this is Y, then SR-A and SR-E will bring up a new program when saving to enter additional fields that may apply to the service/repair order.  These fields are user defined and the description on the screen can be defined using SM-R Multi Language Maintenance

Next S/R Pack Slip Number

If this has an entry, then Service & Repair packing slips will have their own series of numbers.  If it is left blank, then the same series of numbers will be used for both Sales Order and Service/Repair packing slips

Prevent Add new cust in order entry?

If this is Y then SO-A will not be allowed to create a new customer.

Allow RMA info changes in RM-C

Indicate whether RMA receiving can also make changes to fields such as Reason for Return and Warranty Status

Control RMA Return Codes

Indicate whether RMA Reason for Return entries are controlled based on the list entered in RM-E Enter RMA Return Codes.  Y means the reason entered must be on the list; N means any reason can be entered; A means any reason can be added to the list on the fly and R means a Reason for Return is required.

RMA Restock Item Number

Enter the item number (Type N) to be used for Restocking Charge on returns

RMA Restock Flat Charge or %

Enter F for a flat charge or P for a percentage of the return value

RMA Restock charge or % Amt

Enter the default amount or percentage to be charged for restocking

RMA Credit Item Number

Enter the item number (Type N) to be used for customer credit sales orders on returns of defective items

Pop-up in AR-C for Cr. Hold

Enter Y to have AR-C present a message when a payment is received from a customer on Credit Hold prompting to remove the hold.  V means the AR clerk will be advised that the customer was on credit hold but will not be able to change the status.  N or blank means no message will appear.

Pop-up in AR-C for Comm

Enter Y to allow AR-C to edit commission amounts when processing payments.  Enter C to limit the editing to only when credits are applied to invoices.  N or blank means no editing is allowed.  Next, indicate whether the editing applies to sales rep 1, 2 or both.

Enable add'l SO Class Discount

Enter Y to have SO-A  Enter Sales Orders recalculate the applicable discount per line based on the value breaks entered into SO-Q-F  Enter Discount Codes as applied to the order subtotal per item class when the order is saved.  Enter A to ask when saving and N or blank will not recalculate.

Set new SO Ent by to Username (Evo-ERP only)

Enter Y to have SO-A  Enter Sales Orders pull in the first 5 characters of the username of the person entering a sales order into the "Entered By" field.

Allow Qty Entry in HH Pack/Ship

Enter Y to allow entry of a quantity when releasing Sales Orders for shipment using the small screen (Hand Held) pack & ship program HH-A Scan & Ship.  Enter N or leave blank to scan each unit as it is packed, with a quantity of 1.

Release all Lines in HH Pack/Ship

Enter Y if you want all lines (even fully backordered lines) to be included on the printed invoice for orders released using HH-A Scan & Ship.

Allow Changing Invoice # in SO-E

Enter Y to allow manual changing of the invoice number to be assigned when releasing Sales Orders.  Any number manually assigned will still be verified to ensure it is not a previously used invoice number.

Create 0 Qty SO Lines during post

Enter Y to have fully backordered lines post a record to the Invoice Line item file

Enter Ship Tracking # in SR-E

Enter Y to allow entry of the freight carrier tracking number in SR-E Release S/R Order

Generate S/R WO in SR-A (Y/N/A)

Enter Y to automatically generate Work Orders when saving a Service/Repair order or A (Ask) to be prompted whether to generate the order.

Allow Upd RMA Reasons after Disp

Enter Y to allow RMA Reason for Return to be changed after the RMA disposition has been entered.

Prevent Order Entry for CR Hold

Enter Y to have SO-A  Enter Sales Orders prevent order entry for customers on credit hold rather than just pop up a warning.

Exclude Cust X-Ref in SO-A

Enter Y to prevent the Customer Cross Reference number from pulling into Sales Orders as a comment line.

SO-A Open or Open /Closed SO (O/B)

Enter O if you want the opening list in SO-A to only display Open Sales Orders.  Blank or B will include Open and Closed orders.

Enable Ready to Post in SO-P-I

If this is set to Y, then if an invoice number has already been assigned to a sales order, SO-P-I Enter Freight & Tracking # will have the option to set the invoice as ready to post.

Check for open Inv's > days in SO-A

If a number is entered here, then when a customer code is entered on an order in SO-A  Enter Sales Orders the program will pop up a warning if the custoemr has any open invoices older than that number of days.

Use Ship-To Code for Price/Disc

If this is set to Y then SO-A  Enter Sales Orders will use the Price Code/Discount Code/Contract Pricing applicable to the Ship To customer on the order rather than the Bill To.

 

Field Explanations - Sales III Screen

Prevent Duplicate SO Lines (Y/N/W)

If this is set to Y then you will not be able to enter more than one line on a single Sales Order with the same item number, price, quantity and ship date.  If it is set ti W you will get a warning and if N or blank, it will not check

SO-A Alt Item - Cust X-Ref (123N)

If the item number entered for a line in SO-A  Enter Sales Orders is not a standard item number in the inventory database, this setting enables a search on the Customer Cross Reference number as entered in IN-L-C  Enter Customer Cross-Reference as an alternate.  Enter 1, 2 or 3 to designate the order of searching alternates (see the next two settings) or N if you do not want to include customer cross reference as an option.

SO-A Alt Item - User Defined (123N)

If the item number entered for a line in SO-A  Enter Sales Orders is not a standard item number in the inventory database, this setting enables a search on the User Defined Field as entered in IN-B  Enter Inventory as an alternate.  Enter 1, 2 or 3 to designate the order of searching alternates (see the previous and next settings) or N if you do not want to include User Defined field as an option.

SO-A Alt Item - UPC (123N)

If the item number entered for a line in SO-A  Enter Sales Orders is not a standard item number in the inventory database, this setting enables a search on the UPC number as entered in IN-B  Enter Inventory as an alternate.  Enter 1, 2 or 3 to designate the order of searching alternates (see the previous and next settings) or N if you do not want to include UPC as an option.

Process 99.99% disc as 100%

If this is set to Y then a 99.99% discount entered on an order will be treated as 100% resulting in a $0 extended price

Enable Add'l SO Class Disc (Y/N/A)

If this is Y then when a sales order is saved, if multiple lines belong to the same Item Class and a discount code with price breaks applies to that class, the total value of the linew will be used to ascertain what price break applies and the discount will be recalculated.  If set to A, you will be asked if you want to recalculate the discount.

SO-A pull in Kit Comp Prices

If this is set to Y then Selling Kit Components will pull in their own prices based onthe same price rules as if tehy were entered as manual lines.  This allows the selling kit to be used as a tool to combine a number of items into one for ease of order entry but allow pricing to show at the line item level on invoices and alldw margin calculation by line on reports

Disable Base PR pass to sub Co (Y/N)

If you have defined parent and subsidiary companies then if this is blank or N the subsidiary companies do not have access to change base price and get all their item base prices fromthe parent company.  If it is set to Y then subsidiary companies can enter their own base price.

SOA edit ESD WO start date MSG (Y/N)

If set to Y, when Sales Order date changes updating Work Order Estimated finish date is enabled, the work order start date will be adjusted by the same number of days.

Enaable Extended Commissions System (Y/N)

If set to Y the Extended Commissions system which allows more than 2 sales rep per order, assignment of rep at the line item level and assignment by item or item calss is enabled.

Prevent exceeding quantity in HH Pack/Ship (Y/N)

If set to Y the Hand Held Pack & Ship program can not exceed the order line quantity

ARC Days to Pay method (U/S)

If set to U the Days To Pay calculation is an unweighted average of all invoices.  If set to S it will be an average skewed to the most recent payments.

Maximum freight amount $9,999.99 (Y/N)

If set to Y then freight amount greatetr than $9,999.99 can not be entered on an order which will then allow a negative amount to be processed should the invoice need to be voided

 

Auto update surcharge in SO-E(Y/N/A)

If set to Y then any items designated as a "Surcharge" in IN-B will be updated to the current base price when an order is released in SO-E

Prevent SO-N for Act Status E items (Y/N)

If set to Y then SO-N Convert to Work Order is prevented for items with Active Status "E" (Engineering)

Prevent edit of SLSP in SO-A (Y/N)

If set to Y then order entry can not change the default salesperson that pulls into a sales order

Prevent Edit of AR-A Cust Start Date (Y/N)

If set to Y then users can not modify customer start date

SO-A Check for Open-late Inv>XXX days per terms

If this is set to a number of days then SO-A will pop up a warning if any open invoice is later than that number of days past the due date per terms.

Prevent Deletion of SO Lines with Work Orders in SO-A

If this is set to Y then Sales Order lines that have been converted to Work Order can not be deleted.

Disable Deletion of Quote in SOPC

If this is set to Y then Quotes can not be deleted when converting to orders.

RMD Convert RMA to SR Quote (YNA)

If this is set to Y then RMA dispositioned Repair will be converted to a SR Quote.  N will convert to SR Order and A will ask

SRC: S/R WO Use Std BOM & Routing  (YNA)

If this is set to Y then S/R Work Orders will pull in the standard BOM & Routing.  N will not and A will ask

 

 

Field Explanations - Sys Mgr Screen

Configuration Settings

This setting controls whether the settings on selection screens for various forms throughout the system can be changed.  A blank or 0 means that no settings can be changed and program default settings will always be used.  A value of 1 means that a system wide set of defaults can be established but user-specific settings will not be available.  A value of 2 means that system wide defaults can be established but user specific settings can also be maintained on each workstation and will override the system settings.  The actual settings are established in the programs themselves such as SO-B  Print Acknowledgements

Password

If the configuration settings are set to 1 or 2, this password will be necessary to make changes to the system wide configuration settings.  If the password is left blank, any user can change the system wide configuration settings.  Individual user settings at the workstation do not require the password and can be changed by each user at any time.

Alt. Drive for \ISTS\

This should always be C or blank unless you are using Terminal Services or Citrix to access the system.  If you do have some users connecting via Terminal Services or Citrix, see Using Terminal Server and Citrix

Multiple Print Dialog Box [Y/N/A]  (Evo Only)

If this is Y then after printing an RTM, the print dialog box will open again so you can (for example) Preview, then email.  If it is N, then it will not reopen and A means Ask "Finished Printing?"

Remove EDI SO-IN file

If this is Y then after importing EDI orders in ED-B, you will be prompted to clear the import file.

Enable Del/Make Obsolete in IN-L-O

If this is Y then IN-L-O Inactive Items Utility can make items Obsolete or Delete them based on parameters specified.

Enable Change/Save Default RTMs

If this Y then when an RTM other than the default is entered for a form or report, the user will be prompted whether they want to make that RTM the new default for that program.

Maximize Evo Menu Screen on Start

If this is set to N then each time you load Evo-ERP, it will remember the menu size saved at the last exit.  If it is blank or Y then the screen will always be maximized to full screen.

Trace Evo File Name

This should always be left blank unless otherwise instructed by a tech support representative for troubleshooting purposes.

Enable Evo Notes System

If this is set to Y then the Memo style free form Notes will be enabled for Sales Orders, Purchase Orders and Work Orders.

Enable Evo Links System

This will enable full 256 character path/file name for linked documents and allow links to all master files, not just inventory items.

Enable/Disable/Hide (E/D/H) BCC box?

Indicate whether users sending email will have access to control whether a BCC is sent.

Control Ship Via Code (Y/N/R/A)

This will allow use of a controlled list of Ship Via codes when entering and processing Sales and Purchase Orders.  If N or blank, no checking is done.  Y means only codes from the previously entered list can be used but the field can be left blank.  R means the code is Required and must be from the list and A means that new codes can be entered on the fly and will be added to the list.  The list is maintained in SM-O Enter Ship Via Codes

Use Evo Login as Paperless Login

This requires that the Employee number assigned in SM-G Enter Employees be used as the Logon ID in PS-A  System Users/Passwords.  Once this is enabled, then when a user loads HH-I Paperless Shop Floor Tracking they will automatically be clocked in and be able to begin recording labor.

Permanently Disable DBA Classic

This setting works in conjunction with the next one which encrypts passwords.  If passwords are encrypted then DBA Classic must be disabled.

Permanently Encrypt Passwords (Evo-ERP only)

Once this setting is turned on, all user passwords are encrypted in the database and DBA Classic can no longer be used.  This is a permanent setting change and cannot be undone.  This setting can only be turned on if the ADMIN user exists in PS-A  System Users/Passwords and there are no users with blank passwords.

Parent or Subsidiary Company (Evo-ERP only)

If a company is designated as a Parent company (P) then IN-B  Enter Inventory, BM-A  Enter Bills of Material, SO-Q-A  Enter Base Prices, AR-A Enter Customers, AP-A  Enter Vendors and AM-C  Enter General Ledger Accounts are allowed to create and edit entries and the data is passed down to subsidiary companies.  If a company is designated S for subsidiary then teh programs listed are view only and all data comes from the parent.

 

Field Explanations - Accounting Screen

Attach Notes from APA

If you choose to disable the Purchase Order feature to pull customer notes entered in AP-A into sales orders, set to N.  Blank or Y means that the feature is enabled.

Include Beg/End Balance in AP-G

If this is set to N then AP-G  Print Pro Forma Check Register will only list the checks to be paid and not the checking account beginning and ending balances.

Remove Frgt & Tax from Discount (Y/N)

If this is Y then the calculated terms discount in AP-E  Print Vouchers/Invoices Due by Date and AP-H  Print Checks will exclude the freight and tax for invoices entered using AP-C  Enter Purchase Order Invoices

Default Search Key in AP-A Opening List

This controls the sort order of vendors on the AP-A  Enter Vendors opening list screen.  Click Lookup and choose the desired index.

Bus. Status Cash Balance

This controls whether the checking accounts as defined in AD-B  Checking Accounts Defaults are included in the total Cash Balance in GL-R Business Status.  Y or blank means an account is included.  N means it is excluded.

Refresh on start of Business Status

This controls whether the totals on the GL-R Business Status screen are refreshed each time the program loads.

Suspense Account for deleted COA accounts

When UT-K-D  Recalc GL Chart of Accounts encounters an orphan transaction (The account number has been deleted) the transaction will be moved to the specified account. GL-C  Print GL Transactions has an option to print Orphan transactions so that you can identify them and perhaps recreate accounts prior to running  UT-K-D.

Print report for more than 13 invoices per check?

If set to Y, then AP-H  Print Checks will not void checks to list invoices when there are more than 13 invoices per check, but will print a report listing the invoices at the end of the check run.

Use Inv Date as Post Date in AP-B

If this is Y, then AP-B  Enter Vouchers will pull the Invoice Date into the field for the suggested GL Post Date.  If N or blank, today's date will be suggested.

Print Checks in English or Spanish (E/S)

If this is E or blank, the amount of the check will be spelled out in English.  If S, it will be in Spanish.

Open Period Start Date

This is the same date entered in AM-A Reset General Ledger Close Date.  Any transaction entered with a date prior to this date will not be allowed.

Open Period End Date

This date can also be entered in AM-A Reset General Ledger Close Date.  Any transaction entered with a date after this date will not be allowed.  If no date is specified, then any future date in the current or next fiscal year is allowed.

Close Date Posting Control (P/G)

If this is P, then no transactions can be posted later than the date entered above for Open Period End Date.  If it is G, then only GL-B  Enter/Post General Journal Trxns can post future transactions later than the specified date.

Misc Cost GL Acct in APC

Enter the default GL account to be used for Miscellaneous Costs entered in AP-C  Enter Purchase Order Invoices

Misc Cost GL Dept in APC

Enter the default GL Department to be used for Miscellaneous Costs entered in AP-C  Enter Purchase Order Invoices

Use Approved Vendors in AP-B, AP-F

If this is set to Y, Invoices and vouchers can be entered but manual checks or picking invoices to pay is prevented for vendors that have not been approved for payment in PS-K

Allow Edit AP-A Vendor Start Date

If this is set to N, editing the vendor start date is prevented

Use Acct Open Period Start Date GLB

If this is set to Y, GL-B is controlled by the Accounting Open Period Start Date in AM-A rather than the master open period start date

Use Acct Open Period Start Date APB

If this is set to Y, AP-B is controlled by the Accounting Open Period Start Date in AM-A rather than the master open period start date

Use Acct Open Period Start Date ARC

If this is set to Y, AR-C is controlled by the Accounting Open Period Start Date in AM-A rather than the master open period start date

 

Field Explanations - Payroll Screen

Next Direct Deposit Number

This establishes the next reference number to be used for printing Direct Deposit pay stubs in payroll.  Be sure to give this a number outside the range of payroll checks so that numbers in the file are not duplicated between payroll and direct deposit because this is the identifying number used when voiding a check.

Raise Info Access

If this is set to Y then the PR-A will have a Raise button for access to the PR-P Raises screen.  If N, then access is limited to using PR-P from the menu, thus allowing more restricted access to the Raise information.

Review Info Access

If this is set to Y then the PR-A will have a Review button for access to the PR-Q Reviews screen.  If N, then access is limited to using PR-Q from the menu, thus allowing more restricted access to the Review information.

Using Payroll

If this is set to Y then PR-A and SM-G Employee entry will be synchronized.

Consolidate GL Postings in PR-D

If this is set to Y then the GL Postings generated by PR-D  Print Payroll Checks will be consolidated to a single net transaction per account so that sensitive employee pay information is not accessible to other accounting employees reviewing GL Detail reports.

PR-B Pull in Misc Income UD Cat 1

If this is set to Y then PR-B will automatically populate the Misc Income #1 from the employee master

PR-B Pull in Misc Income UD Cat 2

If this is set to Y then PR-B will automatically populate the Misc Income #2 from the employee master

PR-B Pull in Misc Income UD Cat 3

If this is set to Y then PR-B will automatically populate the Misc Income #3 from the employee master